How to Display 2 .pdf documents Side-By-Side in Adobe Acrobat
When I get a PO, I want to view the PO and the quote side-by-side to make sure the PO has the right prices. First close any documents already open in Adobe Acrobat. Then open up the PO and Quote .pdf’s in Adobe Acrobat, then go to the top menu, select Window, then Tile, then Vertically. Then you can scroll each document independently to line them u...
How to Pin Individuals at the top of your Chat Windows in Teams
In Teams you can pin certain individuals that you ping often at the top of the chat window. Just a shortcut that is a little faster than doing a search on someone's name first to send them a chat. To Pin someone, find a previous recent chat, hover your mouse over it, then click on the 3 dots, then select Pin....
Windows 10 Clipboard History tool
Press Win+V to get a pop-up listing the last 25 text snippets or images that you’ve copied to your Clipboard. (Win is the Windows key.) Scroll down the history list and click on the text snippet or image that you want, and then you can paste it in whatever application you want....
How to ID in SAP if stylus is built-to-order in Maple Grove.
When you are looking up stock on a stylus part number in SAP ERP, and there is zero stock, and you click on the Material icon in the upper left, SAP ERP will tell you the Zeiss buyer name for the product. If it says “ Make Items ” that is an indicator that the part can be built-to-order out of components located at the factory in Maple Grove, MN. ...
How to locate stylus short and long description in SAP CRM
All parts in SAP have a “short text” and a “long text” descriptions. If you put a stylus part number into a new or draft CRM Sales Quotation, it will list the “short text” description which is not altogether that helpful. But if you click on the paper/pencil icon preceeding that line item to go into the part details . . . . . . and go down to the No...
What additional info is recorded in the calibration certificate?
When the service technicians perform a calibration, there are some things about the machine configuration that gets recorded on page 2 of the calibration certificate: DANGER - Sometimes the calibration program cannot be run on the customer's Calypso computer, so the service technician may use their personal laptop running current Calypso software fo...
HP Computer warranty check
HP computer warranty status info is available online. Sometime this can be helpful when trying to sell a new computer and pointing out how old the customer's computer really is. The beginning date of the warranty period is when Zeiss purchased the computer from HP. That can help you determine whether a computer had Windows 7 or Windows 10. Zeiss ...
Link multiple sales quotations to a single follow-up Task
For those who use a Task to follow-up on their quotes, they create a Task from the Quote, and that establishes a link between the Task and the Quote. You can manually link additional Quotes to the same Task, so that you can use a single Task to follow-up on multiple quotes. From the Task, click on Subsequent Assignment: Select Sales Quotation, paste...
Lotus Notes Machine Database extracted to Excel
The Lotus Notes machine database circa summer of 2017 has been extracted into an Excel spreadsheet and saved to our Network Drive located here: Z: => ISS TEAM Internal Documents => Lotus Notes Machine Database => Lotus Notes Machine Database - Active & Archived Machines.xlsx You can see serial numbers, customers, software info, hardwar...
Get a pop-up notification in MS Teams when someone becomes available (status turns green)
You need to speak or chat with someone asap, their status is red or yellow, you would like to get a pop-up notification when their status turns green and they become available In MS Teams in the Chat column, hover over a name, click on the 3 dots, click on Notify When Available. You will continue to get notifications whenever that person becomes av...
View Approved Vacation Days for others on your team in Workday
Is your assigned backup going to be on vacation at the same time you are on vacation? Go to Workday. Click on View All Apps.Click on Absence.Click on Request Absence.Click on View Teams.Select Aftermarket, click on OK. View the calendar. Your vacation days in green, others vacation days in grey:...
Digital Signature - How To in Adobe PDF
We often find the need to sign documents like SIAs. Open the document and click Tools. Click Certificates. Click Certify (Visible Signature). Click and Drag a small area on the document where you'd like the signature to be placed. Click Continue. Toggle the Permissions to “Annotations, form fill-in, and digital signatures”. Click Review then c...
Best Practices- Customer Communication
Customer Communication In virtually all cases, we should not send any email to internal Zeiss personnel and a customer (in same email). This can be very dangerous, as the receivers of the email may not be aware of who is on copy. We should communicate directly with the customer and directly with internal colleagues in separate fashion. UPDATE: J...
Multi-year ZEISS Care Quoting
PROC We may offer a customer a multiple year ZEISS Care; maximum 3 years. The customer benefits from “locking in” at today's prices. They will receive the applicable discounts (ZC, Loyalty, Multi) but nothing more (no additional discount for buying 3 years). They also benefit by securing planned maintenance (calibration) dates in advance. You may...
Aftermarket Naming Conventions
It’s important when saving documents in your quote folders to save them so they’re easily identifiable and there is no question which quote and PO. This is also true for any email communication of importance that you may also save in your quote folders. It is also helpful when attaching documents in CRM for Service Billing, Deployment and Custome...
LiveChat Transfer to Another Agent or Department
If you answer a live chat and find you need to pass it to another team member, or to the Customer Care department (for order status etc), follow these steps. At the top of your chat box, click the ellipses and select “Transfer to…” 2. A pop-up will appear with two selections.“Agent” will give you a list of individuals. “Group” Will give you departme...
Adobe Acrobat - Extracting Pages from Large PDF files
You can “print” individual pages from PDF documents with multiple pages. This can be very useful when you wish to send a customer an individual page from the Calypso Release notes, or from a product catalog for example. Open the PDF file you wish to extract pages from. Find the page number, or numbers that you wish to extract. Be sure they are the...
Gage R&R studies
What is a Gage R&R study? Customers perform GR&R studies to prove that their gage (a CMM for example) is providing repeatable (and thus believable) measurement results. The operator measures several parts over and over and expects that the results for each part will be the same time (as it should be). But, in real life, the results always ...
Reserving Conference Rooms
You may reserve a physical room for a meeting at any ZEISS location via the console located outside the door to the meeting room. Alternatively, you can do so through Microsoft Outlook with the GingCo add on: Ensure GingCo add on is installed. Open the “Software Center” app in Microsoft Windows and search “Gingco.” Make sure to select the x86 vers...
Where to send tasks
SAC = DEP SAE = DEP SAB = DEP ZCC =SVB + CC ZCE - DEP + CC ZCB = DEP + CC NSW = CC NPC = CC SMA = CC 4206051 Aftermarket Sales 4206053 CC Customer Care 4206049 SVB Service Billing – Zeiss Care Complete , Extended Warranty, Special Service Plan, Metrotom Maintenance 4206043 DEP Deploy, Central & Metrotom -...
Create an Outlook Task with a Reminder from an Outlook Email
Presuming you have this Outlook setup, if you go to menu item View, and you click on Folder Pane, and it is set to Normal: And then if you click on Folder Pane again, and click on Options, you should make sure to have Tasks listed as one of your first couple of navigation options. Then, You can drag an email to the Task icon in the lower left of t...